As a financial advisor, my objective is simple – we focus on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions. My process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information and working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions experts to provide comprehensive advice and guidance.
I take time to get to know my clients before providing any recommendations. From the very start and without exception, it is always about each individual and what they want to achieve. Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.
Prior to my career in financial services, I served in the U.S. Army. During my time in the military, I worked as a Bradley Fighting Vehicle Systems Maintainer (91M). Along the way, I built a reputation true to my values of honesty, empathy, hard work, respect for others and always keeping my word. My military experience gave me purpose and motivation that have fueled every subsequent step in my career.
Using my GI Bill, I completed two degrees while helping to raise my young family. I hold a bachelor's degree in finance from Georgia Southern and an Associate degree in business from Savannah Tech.
Outside of work, I enjoy spending time with my family, attending high performance driving events (HPDE), motorcycle riding, working on cars and spending time outdoors.
I invite you to experience the dedication and focus you deserve. It all begins with a conversation. Let's work together to make a difference!
- New Investors
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
- Military Professionals & Veterans
- Estate & Legacy Strategies
My Personal Interests
- Auto Racing
- Outdoor Enthusiast
- Scuba Diving
Mailing AddressP O Box 1729
Kingston, WA 98346
Phone NumberRoss Patton at (360) 297-8664
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